This post isn’t meant to minimize the human impact that the Coronavirus has on those affected but simply share perspective on the impact of the outbreak to the markets and a well-diversified investment portfolio. With Coronavirus fears dominating the headlines this week and pushing the markets into correction territory (defined as down 10% or more) it’s worth reviewing some... Read More
In a decade of working with Intel employees to help them understand their employer benefits and make smart financial decisions, we’ve analyzed nearly all the elements of Intel’s benefit package and documented most of it on our blog along the way. This post is meant to be a summary of all the tools, resources, and topics we’ve covered over the... Read More
A common concern we hear from many we talk with is: how do I make sure my family is taken care of if something happens to me? While not a fun topic to dwell on, being proactive is one of the greatest gifts you can give to your family—and there may even be benefits for you in doing so. As... Read More
Anyone contemplating retiring in the next few years already has a lot on their mind—wrapping up things at work and planning the next phase of life, getting financially confident they are ready to make the leap, building a retirement income plan, and navigating the healthcare transition that comes with leaving an employer. All essential areas to address but the retirement... Read More
Just like when it comes to investing, in business, most of the time, success doesn't happen by following the latest and greatest fad pitched by the guru of the month. But instead, it comes by getting the fundamentals right and doing the things most people ignore. With that in mind, here are three critical financial strategies that most business owners... Read More
If you’re like most business owners, you spend most of the day running your company—working with employees, customers, and trying to grow it. Then you might make time for family, friends, and maybe (hopefully!) some hobby or activity that you enjoy. However, I’m guessing time for retirement planning is pretty far down the list. And this might seem rational: it’s... Read More
Whether it’s an employee of one of the many technology companies we have in Portland, a retiree, or an entrepreneur, they all want an answer to the same question: am I on track to achieve my financial goals? And like any goal, answering the question requires knowing both the objective and the starting point. What do you want to accomplish... Read More
In 1986 the Lost Angeles Lakers had what some were saying could be the best team in the history of basketball. They started the season hot, jumping out to a fantastic 29-5 record, but ultimately were eliminated in the playoffs before even playing for the NBA championship. The anointed “best team in the history of basketball” wasn’t even the best... Read More
A 4-step Guide to Making the Most of Your Investment OptionsThis eBook provides an easy-to-follow process that will help you make sense of the Intel investment options. After reading it, you'll:Understand the importance of setting an allocation that is right for youBe able to discern between the actively managed and index funds offeredKnow how to reduce the investment costs that... Read More
One of our firm's core values is continuous improvement—i.e., getting better every day. This post highlights the massive change that can result from a daily focus on improving and celebrates two members of the Cordant team living out this value and who have accomplished significant things this year. ----------------------------------------------------------------------------------------------------------- In 2010, David Brailsford was hired to do something never before... Read More
